Tax Manager

Tax Manager – San Francisco, CA

Compensation: Up to $200,000

About the Opportunity

A leading San Francisco accounting and advisory firm is seeking an experienced Tax Manager to oversee compliance, planning, and advisory services for a diverse portfolio of clients. This is an excellent opportunity for a tax professional with strong technical expertise, leadership skills, and experience serving high-net-worth individuals, families, and businesses.

The Tax Manager will play a key role in managing client relationships, supervising staff, and delivering strategic guidance in areas such as estate and gift planning, trusts, partnerships, and corporate tax.

Key Responsibilities

• Manage and review complex individual, partnership, trust, estate, and corporate tax returns.
• Provide strategic tax planning for high-net-worth individuals and family groups, including estate, gift, and multigenerational wealth transfer strategies.
• Advise clients on federal, state, and local tax compliance, identifying risks and opportunities.
• Lead and mentor a team of tax staff and senior associates, ensuring technical accuracy and professional development.
• Research and interpret complex tax issues, providing practical solutions and recommendations.
• Build and maintain strong client relationships, serving as a trusted advisor on tax and financial matters.
• Assist with IRS and state audits, notices, and inquiries.
• Collaborate with partners and firm leadership on business development initiatives.

Qualifications

• CPA license preferred.
• 7+ years of tax experience in public accounting, with a focus on high-net-worth individuals, trusts, estates, and partnerships.
• Strong technical knowledge of federal, state, and local tax regulations.
• Excellent leadership and staff management skills.
• Proven ability to develop and maintain client relationships.
• Exceptional communication and problem-solving skills.

Why Apply?

• Competitive compensation up to $200,000 plus benefits.
• Opportunity to work with sophisticated, high-profile clients in the San Francisco Bay Area.
• Exposure to complex tax strategies, estate planning, and multigenerational wealth management.
• Career growth in a firm known for its commitment to client service and professional development.

Tax Manager • CPA • High Net Worth • Estate Planning • Trusts & Estates • Gift Tax • Partnership Tax • Corporate Tax • San Francisco Tax Jobs • Public Accounting • Wealth Transfer • Tax Advisory • IRS Compliance